Crestwood Advisors Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Crestwood Advisors Group’s Portfolio HYG Stock Details HYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$325K	Sell	4,059 -868	-18%	-$69.4K	﹤0.01%	653
2026 Q1	$392K	Hold	4,927	–	–	0.01%	490
2025 Q4	$397K	Hold	4,927	–	–	0.01%	440
2025 Q3	$400K	Sell	4,927 -15	-0.3%	-$1.21K	0.01%	402
2025 Q2	$399K	Hold	4,942	–	–	0.01%	386
2025 Q1	$390K	Hold	4,942	–	–	0.01%	380
2024 Q4	$389K	Buy	4,942 +1,277	+35%	+$101K	0.01%	340
2024 Q3	$294K	Hold	3,665	–	–	0.01%	370
2024 Q2	$283K	Hold	3,665	–	–	0.01%	362
2024 Q1	$285K	Hold	3,665	–	–	0.01%	362
2023 Q4	$284K	Hold	3,665	–	–	0.01%	333
2023 Q3	$270K	Buy	3,665 +529	+17%	+$39.5K	0.01%	306
2023 Q2	$235K	Hold	3,136	–	–	0.01%	232
2023 Q1	$237K	Hold	3,136	–	–	0.01%	238
2022 Q4	$231K	Hold	3,136	–	–	0.01%	242
2022 Q3	$224K	Buy	+3,136	New	+$237K	0.01%	242
2017 Q4	–	Sell	-2,954	Closed	-$262K	–	198
2017 Q3	$262K	Buy	+2,954	New	+$261K	0.02%	131

Other funds holding HYG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Crestwood Advisors Group's HYG Position: Q2 2026 in Review

Crestwood Advisors Group reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 18% in Q2 2026, selling an estimated $69.4K and leaving 4,059 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Crestwood Advisors Group first reported a position in HYG in Q3 2017 and has held it in 17 quarters since. The position peaked at $400K in Q3 2025. 990 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Crestwood Advisors Group held 4,059 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $325K as of Q2 2026.
Crestwood Advisors Group sold 868 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $69.4K.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #653 holding.
Crestwood Advisors Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2017 and has held it in 17 quarters since.
Crestwood Advisors Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $400K in Q3 2025.
990 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.